How to use: Tax Code Maintenance

How to Use MMB - Tax Code Maintenance

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Check the Videos section of our Resources page for quick how to videos. 

NOTE - ConnectWise Manage must be at version 2017.1 or higher to use the Tax Code Tool set.

STEP 1

In ConnectWise Manage, Set up new tax codes in the Tax Code Setup Table - Setup Tables > Invoicing > Tax Codes.

We suggest renaming the current tax codes then adding your new tax codes.  This will depend upon your locality and the amount of tax codes required.

kb-taxcodetable
NewTaxcodes

STEP 2

In Mass Maintenance Booster, Search for the old tax codes presently used.

Companies or Agreements can be searched.

LookUpRecords

STEP 3

Select the companies to which you wish to apply the newly created tax codes. You may individually select or select all.

UpdateRecords3
UpdateAgreements

Next, click on Update Selected Records.

UpdateRecords
UpdateRecords2

STEP 4

Repeat for each tax code needing to be updated, then repeat for Agreements.


STEP 5

That's it, you're done.